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Hilltop Wealth Advisors

Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, VTEB, IVV, IJR, BLV, and represent 50.00% of Hilltop Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJR (+$16M), IBM, VTEB, CVMC, ESML, AAPL, IJH, ET, MRK, NVDA.
Started 10 new stock positions in IBM, ESML, CVMC, IJR, AAPL, MRK, VOO, NVDA, JPM, ET.
Reduced shares in these 10 stocks: JEPI (-$11M), IVV, SCHM, JEPQ, IWR, RY, EEMV, XJH, SUSA, IUSG.
Sold out of its positions in EEMV, RY.
Hilltop Wealth Advisors was a net buyer of stock by $9.5M.
Hilltop Wealth Advisors has $196M in assets under management (AUM), dropping by 11.52%.
Central Index Key (CIK): 0001786241

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Positions held by Hilltop Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	14.7	$29M		245k	117.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	10.2	$20M	+9%	396k	50.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.6	$19M	-10%	36k	525.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.3	$16M	NEW	147k	110.52	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	7.3	$14M		196k	72.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	5.6	$11M	-2%	202k	54.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	5.6	$11M	-49%	188k	57.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	5.5	$11M		73k	147.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$8.5M	-2%	170k	50.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.6	$5.0M	-10%	62k	81.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$4.8M	-2%	26k	186.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$4.0M	-3%	16k	249.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.5M	-2%	42k	84.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$3.3M	-4%	79k	41.77	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$3.1M	-2%	11k	286.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.6	$3.1M		34k	90.44	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$2.7M		41k	67.13	View chart
Vanguard World Mega Cap Index (MGC)	1.4	$2.7M		14k	186.87	View chart
International Business Machines (IBM)	1.3	$2.5M	NEW	13k	190.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.2	$2.4M		30k	79.91	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$2.0M		17k	119.51	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	1.0	$1.9M	-9%	17k	109.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$1.8M	-12%	22k	84.09	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.8	$1.5M	NEW	26k	57.88	View chart
Ishares Tr Esg Aware Msci (ESML)	0.6	$1.2M	NEW	29k	40.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$886k	-4%	9.6k	92.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$860k	+360%	14k	60.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$820k	-15%	2.4k	344.22	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$762k	-2%	24k	32.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$740k	-9%	21k	36.19	View chart
Apple (AAPL)	0.4	$686k	NEW	4.0k	171.50	View chart
Microsoft Corporation (MSFT)	0.3	$590k	-15%	1.4k	420.78	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$585k	NEW	37k	15.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$525k	-2%	7.1k	74.22	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$480k	-7%	4.2k	114.96	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.2	$471k	-29%	12k	41.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$444k	-2%	2.7k	162.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$394k		3.7k	107.60	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$329k		3.3k	100.81	View chart
Walt Disney Company (DIS)	0.1	$286k	-3%	2.3k	122.36	View chart
Abbott Laboratories (ABT)	0.1	$232k		2.0k	113.66	View chart
Ventas (VTR)	0.1	$228k		5.2k	43.54	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$223k	-8%	3.2k	69.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$221k		922.00	239.75	View chart
Merck & Co (MRK)	0.1	$220k	NEW	1.7k	131.92	View chart
Abbvie (ABBV)	0.1	$219k	-9%	1.2k	182.05	View chart
NVIDIA Corporation (NVDA)	0.1	$219k	NEW	242.00	903.86	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$217k	-5%	8.4k	25.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$216k	NEW	449.00	480.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$210k	NEW	1.0k	200.37	View chart

Past Filings by Hilltop Wealth Advisors

SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019

Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022
Hilltop Wealth Advisors 2022 Q2 filed July 15, 2022
Hilltop Wealth Advisors 2022 Q1 filed April 19, 2022
Hilltop Wealth Advisors 2021 Q4 filed Jan. 19, 2022
Hilltop Wealth Advisors 2021 Q3 filed Oct. 21, 2021
Hilltop Wealth Advisors 2021 Q2 filed July 12, 2021
Hilltop Wealth Advisors 2021 Q1 filed April 13, 2021
Hilltop Wealth Advisors 2020 Q4 filed Jan. 15, 2021
Hilltop Wealth Advisors 2020 Q3 filed Oct. 21, 2020
Hilltop Wealth Advisors 2020 Q2 filed July 9, 2020

View all past filings

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